Job Ref: 214784436

Date: 2021-09-30 14:58:12

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We are recruiting for a highly attentive and committed individual to join a leading financial services organisation in Milton Keynes.

The successful candidate will work as a Pensions Administrator and ensure that all the transactions needed for our client’s pension schemes are completed to the highest standards. The role requires diligence towards each activity and to follow precise processes and procedures. You will work with a specific portfolio of clients which will be your responsibility to administer by completing all the pension transactions, from new business set up, to investments, dealing with banking and pension contributions, retirement and death etc.

In this rewarding role, you will:

• Ensure that customers are treated fairly and receive a fair and consistent service in line with the Company’s TCF policy
• Ensure clients receive regular and effective communication which is professional and delivered to the highest standard
• Maintain and develop good business relationships with internal and external customers
• Work in conjunction with the team to ensure all work is carried out to the highest quality
• Escalate any problems, mistakes, backlogs, or issues to a line manager
• Report any breaches or complaints to a line manager and to Compliance
• Take responsibility for individual tasks and action them within the required timescales
• Contribute to process reviews, constantly seeking ways to streamline and improve the way in which we deliver the service
• Maintain good business relationships with internal and external customers.
• Ensure all requests and work received from clients and IFAs are processed in line with laid down procedures, within regulatory timeframes and meet company service levels and standards and service level agreements.
• Provide support to the line manager to ensure the overall team objectives are met.

This is a multi-faceted role that requires a dynamic and proactive individual with excellent communication skills as you will be working with a variety of colleagues and clients.

Knowledge & Skills:

• Proficient in the use of Microsoft Office and Excel
• Proficient in the relevant pensions systems used
• Numerate with good organisation skills and able to prioritise
• Good interpersonal and relationship management skills
• Flexible and adaptable to changing priorities
• Results-focused with strong attention to detail
• Excellence and quality in service delivery
• Demonstrates innovation and added value towards customers’ needs
• Acting with accountability and integrity
• Shows flexibility and commitment to continuous improvement
• Team-spirited, co-operating with and respecting colleagues
• Experience working in Financial Services and knowledge of pensions administration service will be an advantage.

If you think you fit the above description, then we want to hear from you!

Please note. Every candidate will be assessed in accordance with their qualifications, merit, and ability to perform the duties of the job role advertised. Please be advised that no terminology in this advert is intended to discriminate on the grounds of a person's religion, gender, race, colour, age, sexual orientation, disability, or marital status

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